Jonathan Kluck is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has one year of experience in financial services and previously served 25 years in the United States Army followed by five years at Amazon Web Services. He is also affiliated with the Adams Five Star School District. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Gerardo Calderon is a CFP® professional with 11 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Calderon serves as a board member for Junior Achievement of the Chisholm Trail, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Katherine Hansen is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience, all with First Command Advisory Services in Fort Worth, TX. She operates an eBay business selling vintage toys, books, and household items. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs through a centralized investment management team that selects and monitors model portfolios and third-party managers.

Marianne Carter is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds the ChFC® designation as well as Series 65 and Series 66 licenses. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. Outside of her advisory work, Carter serves as president of a homeowners association, overseeing board activities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors, offering portfolio management, retirement consulting, and access to various managed account platforms.

Tracy May is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, including over a decade with First Command. Outside of her advisory work, she serves as a trustee handling leasing and maintenance activities for a residential property. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Alan Wesenberg is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. Prior to this, he worked with affiliated entities First Command Brokerage Services, Inc. and First Command Insurance Services, Inc. since 2014. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

Daniel La Bar is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and two years of industry experience. Prior to his advisory role, he served in the United States Army from 2016 to 2023. He is the Chief Financial Officer of American Legion Post 501 and owns two financial consulting businesses that support his work as an independent contractor financial advisor. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Yecal Garrett is a Series 66 credentialed financial advisor with 21 years of industry experience, currently affiliated with First Command Advisory Services since 2015. He is the owner of 1989 Ventures LLC, which operates an eco-friendly kitchen supply business called The Bamboo Ladle in partnership with his spouse, and serves as an advisory board member for Hadrius, providing feedback on technology initiatives. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized investment team and wealth portfolio managers.

Aleria Person is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Empower Financial Services since 2016. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and retail brokerage clients. The firm uses an integrated approach linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Chad Froust is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity Investments, Primerica Advisors, and Nationstar Mortgages. He is currently based in Lakeside, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Marco Contreras is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked with affiliated First Command entities starting in 2014. Contreras serves on the board of the Armed Services YMCA chapter in Twentynine Palms, CA. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

Matthew Wallace is a financial advisor with PNC Wealth Management in Grapevine, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at CUSO Financial Services, Equitable Advisors, and PNC Investments. His background also includes work at Texas A&M University and involvement with the Texas A&M Horse Research Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs.

Jared Wewers is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He is currently an advisor at Creative Planning and has business interests as the owner of companies involved in selling sneakers and apparel, operating as an Amazon seller, and designing pet products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

David Slater is a CFP® certificant with 11 years of experience in financial advising at First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2015 and holds Series 66 registration. Outside of his advisory role, he serves on the Board of Directors for the Enabling Peace in Iraq Center, where he helps guide organizational strategy and fundraising efforts. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using a centralized investment management team to design and manage portfolios.

April Bierle is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously spent 24 years at Merrill before joining Sanctuary Wealth in 2021. Outside of advising, she serves as a notary, notarizing documents in person. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing various analytical approaches and fiduciary practices, and maintains distinctive platform ownership and affiliations.

Austin Little is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Fort Worth, TX. His prior roles include positions at Arkadios Capital, Securities America Advisors, and Clarity Financial Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, integrating proprietary quantitative screens with external managers and individual securities.

Jorje Godina is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. and has served in the Texas Air National Guard since 2014. Godina is also the finance officer for Wings without Borders, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Adam Creel is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advisory role, he has served in the United States Marine Corps since 2004. Outside of advising, he is a partner and passive financial investor in a Crumbl Cookie franchise. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Joshua Gray is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 designations. He has one year of industry experience following a 20-year career in the United States Air Force. Gray's background includes roles at several First Command entities since 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

Keith Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Edward Jones. Outside of his advisory work, he acts as a power of attorney managing financial affairs for a family member. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies through both active and passive exposures.